Cetera Investment Advisers
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Cetera Investment Advisers’s iShares Investment Grade Corporate Bond BuyWrite Strategy ETF LQDW Stock Holding History

Cetera Investment Advisers’s Portfolio LQDW Stock Details LQDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$325K Buy
13,543
+2,175
+19% +$52.1K ﹤0.01% 4082
2026
Q1 		$275K Buy
11,368
+2,985
+36% +$73.1K ﹤0.01% 4060
2025
Q4 		$206K Buy
+8,383
New +$209K ﹤0.01% 4215

Other funds holding LQDW

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SAG
Sentinel Advisory Group Middleton, Wisconsin $245M AUM
KFS
Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Cetera Investment Advisers's LQDW Position: Q2 2026 in Review

Cetera Investment Advisers increased its iShares Investment Grade Corporate Bond BuyWrite Strategy ETF (LQDW) stake by 19% in Q2 2026, buying an estimated $52.1K and bringing the position to 13,543 shares worth $325K. The position accounts for ﹤0.01% of the portfolio, ranked #4082.

Cetera Investment Advisers first reported a position in LQDW in Q4 2025 and has held it in 3 quarters since. 43 funds tracked by Wall St. Rank hold LQDW as of Q2 2026.

  • Cetera Investment Advisers held 13,543 shares of iShares Investment Grade Corporate Bond BuyWrite Strategy ETF worth $325K as of Q2 2026.
  • Cetera Investment Advisers bought 2,175 iShares Investment Grade Corporate Bond BuyWrite Strategy ETF shares in Q2 2026, an estimated $52.1K.
  • iShares Investment Grade Corporate Bond BuyWrite Strategy ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #4082 holding.
  • Cetera Investment Advisers first reported a position in iShares Investment Grade Corporate Bond BuyWrite Strategy ETF in Q4 2025 and has held it in 3 quarters since.
  • 43 funds tracked by Wall St. Rank held iShares Investment Grade Corporate Bond BuyWrite Strategy ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.